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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,059 | $115,810-73.2% | $101,271-69.3% | $158,966-80.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.37% | 56.15%-42.8pp | 46.48%-33.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,771 | $4,175+86.1% | $3,660+112.3% | $4,762+63.2% |
| Participant deferral / active EE | $1,041 | $4,958-79.0% | $4,371-76.2% | $5,983-82.6% |
| Admin fee / account holder | $8,866 | $7,248+22.3% | $5,948+49.1% | $11,250-21.2% |